Introduction to Fees

Index Fund Advisors, Inc. (IFA) is a fee-only Registered Investment Adviser. Our account minimum is $100,000. We will provide our ADV Part II and client agreement prior to you becoming a client.


Nobel Laureate William F. Sharpe

"A decade ago, I really did believe that the average investor could do it himself. After all, the flesh was willing, the vehicles were available, and the math wasn't that hard. I was wrong. Having emailed and spoken to thousands of investors over the years, I've come to the sad conclusion that only a tiny minority, at most one percent, are capable of pulling it off. Heck, if Helen Young Hayes, Robert Sanborn, Julian Robertson, and the nation's largest pension funds can't get it right, what chance does John Q. Investor have?"

— William Bernstein," The Probability of Success"

Benjamin Graham

"The investor's chief problem - and even his worst enemy - is likely to be himself."

— Benjamin Graham (1894-1976) Legendary American investor, scholar, teacher and co-author of the 1934 classic, Security Analysis

"It is unwise to pay too much, but it's worse to pay too little."

— John Ruskin (1819-1900)

Index Fund Advisors Management Fee

For a precise calculation of our fee, click here to see the fee calculator.

Mutual Fund Fees